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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,675 | $71,230-73.8% | $93,727-80.1% | $80,959-76.9% |
| Participation rate | 61.3% | 60.4%+0.9pp | 68.7%-7.4pp | 67.7%-6.4pp |
| Annual return | 16.40% | 11.26%+5.1pp | 133.83%-117.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $427 | $1,565-72.7% | $2,421-82.3% | $2,757-84.5% |
| Participant deferral / active EE | $2,127 | $4,037-47.3% | $4,417-51.9% | $4,300-50.6% |
| Admin fee / account holder | $619 | $6,961-91.1% | $8,292-92.5% | $6,925-91.1% |